Use the General tab to establish formatting options for the custom invoice template's header information, such as the project name that displays at the top of the invoice.
Some fields on this tab also display on the General tab of the Billing Setup form. Values that you specify here override values on the Billing Setup form.
Enter margin values in inches or millimeters, depending on which one you select in the
Unit of Measure field on the Misc tab. For example, if you use inches, your page has a top margin of 1 inch, and you keep the default value of 1.46 in the
Top Margin field, the invoice block information begins to print 2.46 inches from the top of the page.
Contents
Fields
| Field | Description |
|---|
| Template Name
|
Enter the name for this template or set of saved custom settings for formatting an invoice.
|
Firm Block
| Field | Description |
|---|
| Print Firm Name
|
Select this option to print your firm’s name on your invoices. You specify the firm name on the General Company Settings form. Do not select this option if your invoices print on stationery that includes your firm’s name.
|
| Print Firm Byline
|
Select this option to print a byline below your firm name on the invoice. A byline is additional descriptive text about your firm, such as "Architects and Engineers." The byline prints under the firm name (if printed) on the first page of your statements.
You specify the byline value on the General tab of the Company Settings form.
|
| Print Firm Address
|
Select this option to print your firm’s address on the first page of your invoices. You specify the firm name on the General tab of the Company Settings form.
|
| Left Margin
|
Enter a value to determine the amount of space between the page's left margin and the left edge of the firm block.
If you use the default invoice report file, Vision displays a warning message if the left margin that you enter will cause the firm block to extend beyond the right margin of the page. If you use a custom invoice report (.RDL) file for a template, Vision is not able to provide this warning because it cannot determine the default width for the block.
|
| Top Margin
|
Enter a value to determine the amount of space between the page's top margin and top edge of the firm block.
|
| Alignment
|
Select
Left,
Center, or
Right to determine the alignment of the firm block information. If you select
Center, the firm block information is centered between the left and right margins specified in the
Left Margin and
Top Margin fields.
|
| Print Tax Registration Number
|
This check box displays only if you selected the
Enable Tax Auditing Feature check box on the Tax Auditing tab in
.
Select this check box to print your firm's tax registration number on an invoice. The tax registration number is entered on the Tax Auditing tab in
.
If you have multiple companies in Vision, the
Print Tax Registration Number check box displays for all companies when you turn on the Tax Auditing feature for at least one of your companies. For the companies that do not have Tax Auditing turned on, although the
Print Tax Registration Number check box displays, the tax registration number will not display on an invoice because these companies have no tax registration number.
|
| Label
|
This field displays only if you selected the
Enable Tax Auditing Feature check box on the Tax Auditing tab in
. This field is enabled only when you select the
Print Tax Registration Number check box in this section.
If you have multiple companies in Vision, the
Label field displays for all companies when you turn on the Tax Auditing feature for at least one of your companies. However, for the companies that do not have this feature turned on, although the
Label field displays, the label will not display on an invoice because these companies have no tax registration number.
The
Label field prefills with
Tax Registration Number:. This is the label that precedes your firm's tax registration number on an invoice. You can change the prefilled label to whatever you prefer. If you enter a long label, it may wrap on the invoice. You can leave it blank for no label.
|
Invoice Block
| Field | Description |
|---|
| Print Project Number
|
Select this option to print the project number between the date and the invoice number, if you select to print the invoice number. If you select this option, when the invoice is previewed on your screen, you can click the project number to view a CRM Project Summary drill-down report.
|
| Print Invoice Number
|
Select this option to print the invoice number on your invoice.
|
| Label
|
This field is enabled only when you select the
Print Invoice Number check box. This prefills with
Invoice No:. This is the label that precedes the invoice number on an invoice. You can change the prefilled label.
|
| Show Invoice Leading Zeros
|
Select this option to show leading zeroes in front of the invoice number on the invoice.
|
| Combine Project and Invoice
|
Select this option to print the invoice and project number together. For example, assume that you print an invoice for project 92005.00 and the next invoice number is 0000222; Vision prints 92005.00-0000222.
|
| Left Margin
|
Enter a value to determine the amount of space between the page's left margin and the left edge of the invoice block.
When you set this margin for location in the Header, you must enter a value that does not overlap with any other blocks in the invoice header. For example, if you enter a
Top Margin of
1 and enter a
Left Margin of
0 for the label, then enter the same margin settings for the client address block, the information overlaps.
If you use the default invoice report file, Vision displays a warning message if the left margin that you enter will cause the invoice block to extend beyond the right margin of the page. If you use a custom invoice report (.RDL) file for a template, Vision is not able to provide this warning because it cannot determine the default width for the block.
|
| Top Margin
|
Enter a value in inches to determine the amount of space between the page's top margin and the top of the invoice block.
When you set this margin, you must enter a value that does not overlap with any other blocks in the invoice header. For example, if you enter a Left Margin of
0 and a
Top Margin of
2 for the label, then enter the same margin settings for the client address block, the information overlaps.
|
Check Boxes
| Field | Description |
|---|
| Show Invoice Box
|
Select this option to display the word
Invoice bordered with a box at the top left of the invoice. Clear this option if you do not want to display anything in the upper left of the invoice, or if you want to display your logo here.
|
| Print Project Name
|
Select this option to print the project number and project name in a line below the client address information.
|
| Print Project Long Name
|
Select this option to print the text entered in the Project Info Center General tab's
Long Name field on the invoice, below the project name and the number, if
Print Project Name is selected.
|
| Print Total Now Due
|
Select this option to display the
Total Now Due amount after the Outstanding Invoices section of the invoice. This amount represents the amount currently outstanding from prior invoices plus the
Total this Invoice amount from the current invoice.
If you do not have the
Print Project AR option selected on the General tab of the project’s Billing Terms form, this amount will not appear on the project’s invoice.
If you are displaying outstanding accounts receivable by phase or by task, the total now due will be listed for each phase or task and not for the total invoice. If you are displaying outstanding accounts receivable by project, the total now due will be listed for the entire invoice.
|
| Custom Report Name
|
This field defaults to the default report used by Vision, called
Invoice. In most cases, you will keep this default when creating new templates.
If your firm has created custom reports for invoices, and you want to modify that report's formats through the Invoice Template Editor, enter the name of the report in this field.
|
Client Address Block
| Field | Description |
|---|
| Left Margin
|
Enter a value to determine the amount of space between the page's left margin and the left edge of the client address block.
When you set this margin, you must enter a value that does not overlap with any other blocks in the invoice header. For example, if you enter a
Left Margin of
0 and a
Top Margin of
2 for the invoice block and you enter a
Left Margin of
0 and a
Top Margin of
2 for the client address block, the information prints one on top of the other.
If you use the default invoice report file, Vision displays a warning message if the left margin that you enter will cause the client address block to extend beyond the right margin of the page. If you use a custom invoice report (.RDL) file for a template, Vision is not able to provide this warning because it cannot determine the default width for the block.
|
| Top Margin
|
Enter the amount of space between the page's top margin and the top of the invoice block.
When you set this margin, you must enter a value that does not overlap with any other blocks in the invoice header. For example, if you enter a
Left Margin of
0 and a
Top Margin of
2 for the invoice block and you enter a
Left Margin of
0 and a
Top Margin of
2 for the client address block, the information prints one on top of the other.
|
| Print Tax Registration Number
|
This check box displays only if you selected the
Enable Tax Auditing Feature check box on the Tax Auditing tab in
.
Select this check box to print a client's tax registration number on an invoice. The client's tax registration number is entered on the General tab in the Client Info Center.
If you have multiple companies in Vision, the check box displays for all companies when you turn on the Tax Auditing feature for at least one of your companies. For the companies that do not have the Tax Auditing feature turned on, although the
Print Tax Registration Number check box displays, the client's tax registration number will not display on an invoice because these clients have no tax registration number.
|
| Label
|
This field is enabled only when you select the
Print Tax Registration Number check box in this section. This prefills with
Tax Registration Number:. This is the label that precedes the client's tax registration number on an invoice. You can change the prefilled label to whatever you prefer. If you enter a long label, it may wrap on the invoice. When you leave this field blank, no label displays before the tax registration number on an invoice.
|
Page Section
| Field | Description |
|---|
| Print Footer Line
|
Select this check box to print a horizontal line above the footer on all pages.
|
| Print Page Numbers
|
Select this check box to print the page number, starting on page 2, in the bottom right hand corner of the page.
|
| Hide 2nd Page Header
|
Select this option to display header information only on the first page of the invoice; the header does not display on the second or subsequent pages of the invoice.
|
Access Section
Use the lookup fields at the bottom of the tab to associate an organization, principal, project manager, supervisor, or invoice template editor code with the selected invoice template. The lookup fields can be used to build record level security around the invoice templates, as well as to make it easier to find a specific invoice template. Only users with record access rights will have access to the selected invoice template in Billing Terms.
You can limit the templates available to a particular user using the following lookup criteria:
-
Organization — Select an organization from the lookup. If you do not have Organizations enabled, this field does not display.
-
Principal — Select a principal from the employee lookup.
-
Project Manager — Select a project manager from the employee lookup.
-
Supervisor — Select a supervisor from the employee lookup.
-
Code — Select a code, as defined in the Invoice Template Tables Code Table (), from the drop–down list.
